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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1101
Atlas Capital Advisors
Wyoming
$148K -$50.6K -937 -26%
FCA
1102
FinTrust Capital Advisors
South Carolina
$146K – – –
IWMA
1103
Ironwood Wealth Management (Arizona)
Arizona
$143K – – –
CSB
1104
City State Bank
Iowa
$143K +$142K +2,629 New
OC
1105
Oakworth Capital
Alabama
$142K – – –
AWM
1106
Accel Wealth Management
Iowa
$142K +$17.4K +323 +14%
HDIM
1107
Hanson & Doremus Investment Management
Vermont
$139K – – –
HNWAG
1108
High Net Worth Advisory Group
Florida
$139K +$138K +2,554 New
ST
1109
Sageworth Trust
Pennsylvania
$138K -$385K -7,128 -74%
SC
1110
Steph & Co
Wisconsin
$137K – – –
CFFP
1111
Center for Financial Planning
Michigan
$137K +$68.6K +1,271 +101%
AWM
1112
AllSquare Wealth Management
New York
$134K -$20.5K -380 -13%
SWM
1113
Sugarloaf Wealth Management
Georgia
$133K +$34.5K +639 +35%
CPFP
1114
Clear Perspectives Financial Planning
Ohio
$132K – – –
S
1115
Seeyond
France
$132K – – –
SWA
1116
Sutton Wealth Advisors
Florida
$132K – – –
HI
1117
Hudock Inc
Pennsylvania
$131K -$2.81K -52 -2%
RWM
1118
Raffa Wealth Management
District of Columbia
$131K -$486 -9 -0.4%
NL
1119
NVWM LLC
Pennsylvania
$130K -$2.38K -44 -2%
GCM
1120
Gables Capital Management
Florida
$127K – – –
TIM
1121
Tevis Investment Management
Texas
$127K +$125K +2,320 New
CFCI
1122
Comprehensive Financial Consultants Institutional
Indiana
$127K +$152K +2,812 New
CCM
1123
Chilton Capital Management
Texas
$126K +$126K +2,326 New
ZB
1124
Zions Bancorporation
Utah
$125K +$6.26K +116 +5%
CNBTD
1125
Citizens National Bank Trust Department
Mississippi
$125K +$124K +2,300 New
43 44
45
46 47